Zach Palmer
Email Me
Call Me

Zach’s responsibilities as a planning associate include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Education

University of North Carolina at Chapel Hill, B.A., Economics

Giving Back

Modera Takes to the Green for a Good Cause

Dawson Fielding, Zachary Palmer, Shane Pouliot, and Erica Yount of Modera’s Charlotte Office took to the green for a charity outing, the 2021 Rollin’ Hornets Golf Classic. The proceeds help pay for the many travel and equipment expenses incurred throughout the Charlotte Rollin’ Hornets Wheelchair Basketball season. The mission of the Rollin’ Hornets is to promote independence for both children and adults with physical disabilities and provide opportunities to pursue active, healthy lifestyles in adaptive sports. It was an honor to support this great organization. To learn more about the Charlotte Rollin’ Hornets visit their website at: http://RollinHornets.org

Read more about Zach

What sparked your interest in financial planning?

Volunteering in my high school and college years blended with my growth of knowledge on the industry through my internship experiences helped trigger my interest in financial planning.

What fuels you every day in your work?

Knowing that my duties are important and valuable in helping clients to achieve their goals.

When you retire you’re going to…?

 Play golf, travel, and spend time with friends and family.

Where did you grow up? Where do you live now?

I grew up in Raleigh, NC and now live in Charlotte, NC.

2021-08-31T16:31:48+00:00
Go to Top